3 results found

1. Cash Detail Report

   I need a report that will show a detail of all of the things that hit the cash account. For this I need it to be combined to include all funds. For example you have a deposit for $250 ($200 to fund 10 and $50 to fund 27). We need a report that will show you $250, the date, and the module it came from (AP, JE, etc), and a description. This would make reconciling the bank account much easier because it would show the actual amount that cleared the bank account instead of having to add up various funds to get to your total. It would make reconciling the cash much much easier.

   I need a report that will show a detail of all of the things that hit the cash account. For this I need it to be combined to include all funds. For example you have a deposit for $250 ($200 to fund 10 and $50 to fund 27). We need a report that will show you $250, the date, and the module it came from (AP, JE, etc), and a description. This would make reconciling the bank account much easier because it would show the actual amount that cleared the bank account instead of having to add up various funds… more

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   0 comments  ·  Data Mining  ·  Delete…  ·  Admin →
   Completed  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   Thanks for submitting this idea. You can access the Cash Account Activity Report, by navigating to Account Management > Other Reports (menu path WF\AM\RP\OP\CA.)

   The report consolidates funds, and lists daily transactions, as well as a summary by day.

   Thank you!

2. Option for First 10 Records in Excel

   It would be a great time saver if there was an option to view the First 10 Records in Excel when data mining. Depending on how much data you're pulling, the Print 10 cuts off fields.

   16 votes

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   1 comment  ·  Data Mining  ·  Delete…  ·  Admin →
   Completed  ·  Caitlin Barton responded

   Hello! The option for First 10 Records in Excel has been added to Employee Data Mining. We also added Print using Processing List, and Address Label buttons to the Employee Data Mining Report maintenance area. This functionality will be available in 05.22.06.00.09 (9/29) and 05.22.10.00.01 (10/06). Thank you and have a great day!

3. In Data Mining allow for future date to be entered in Variable date range

   Currently in data mining you can enter a variable date range value of Today - a number. I'd like the option to run the data mining report, using the variable date range but look at a date in the future. Example, Variable (Today + 1, or Today - "-1") so that I can get a report of people with a start date of tomorrow.

   12 votes

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   1 comment  ·  Data Mining  ·  Delete…  ·  Admin →
   Completed  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   Great news! This update will be available on 10/03/2019 with the 05.19.06.009 & 05.19.10.00.01 releases.